January 2026 Portfolio Performance: +12.17%
The Aurelion Index outperformed its benchmark by 710 bps.
The Aurelion Index opened 2026 up 12.17% in the month of January.
Our benchmark, the MSCI World Small Cap Index, delivered 5.07%, implying 710bps of alpha generated in January.
Total gross return since inception (July 1, 2025) is now at 85.76%.
Table of Contents
Overview of the Aurelion Index
Performance Drivers & Key Stocks
Current Companies in the Portfolio
Trades Executed During the Period
This is not financial advice, please do your own research. The Aurelion Index is a performance tracking tool, not a fund open for investment. Returns are shown “gross,” meaning they do not account for fees or trading costs, which would reduce performance. All figures are provided “as is” and may include estimates.
Overview of the Aurelion Index
The Aurelion Index Index measures the performance of each of our Buy-Rated companies (stocks for which we expect the share price to increase significantly). It is equally weighted. This means that with 13 stocks, each position would carry a portfolio weight of 7.7%.
Every time a stock is added to or removed from the index, paid subscribers receive a timely announcement. This is not investment advice; subscribers should make their own research.
We believe the Index provides a fully transparent and accountable view of our stock selection.
We provide both real-time access to the Buy-Rated companies in the Index and complete, in-depth research coverage to our paid subscribers.
Drivers of Performance & Key Stocks
We believe that performance was again driven by our stock selection rather than exposure to a specific industry trend.
Find below the gross cumulative return since inception.
Portfolio performance during January was driven by strong guidance announcements and several positive company news, including new contract wins. Performance within our industrial holdings was particularly strong; however, certain positions were impacted by the broader volatility in the SaaS sector. Despite this cautious market sentiment, we maintain high conviction in our selection. We see our SaaS company well insulated from AI related disruption due to its specialized focus on cybersecurity and digital forensic tools, which serve as essential infrastructure regardless of generative AI trends. Furthermore, the firm’s established market position and high barriers to entry protect it from meaningful competitive threats.
Tanker equities also continued to perform well in early January, supported by rising geopolitical tensions, including events related to Venezuela.
We also sold Bruker on January 20, 2026, after delivering an approximately 36% gain since inception. We believed the guidance issued at the J.P. Morgan Healthcare Conference was disappointing for investors and expected the stock to decline slightly and trade sideways in the following weeks.
This subsequently occurred, with the stock now down 15% since our sale (which was timely communicated to paid subscribers).
Why We Believe the Portfolio is Positioned for Continued Outperformance Despite Strong Recent Returns
January included several portfolio adjustments as we continue to optimize for the best risk reward setups. We have added new positions that we believe are exceptionally well positioned for 2026, aligning with our focus on long term growth. The portfolio now holds 12 stocks diversified across geographies, market capitalizations, and industries.
Portfolio decisions are always based on forward return potential rather than past stock performance. Each holding is continuously reassessed based on updated information, valuation, and the current risk-reward profile. We believe this approach helps maintain a well positioned portfolio across different market environments, regardless of recent results.
If you aren’t on the premium side of Aurelion Research, you are seeing only a portion of the process behind the Aurelion Index.
Please note that full holdings and in depth research are only available to paid subscribers.
Current Companies in the Portfolio
Please find below the current companies in the Aurelion Index as of February 10, 2026. We currently maintain 12 stocks under active coverage, each representing our highest conviction ideas and meeting our criteria for long term growth.